Quantech Solution Partners North America Inc.

RIASEC RegisteredEst. 2021

Total AUM

$518M

Discretionary

$518M

100% of AUM

Avg account

$129M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 315603
Registered since: September 8, 2021
Custodians: BARCLAYS BANK PLC, GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations73.5%
Pension & Profit Sharing Plans13.69%
Other Investment Advisers12.81%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Quantech Solution Partners North America Inc. is a corporate, SEC-registered institutional adviser that focuses on portfolio management for business and institutional clients. The firm registered with the SEC in 2021 and is organized with a mixed ownership profile listed as foreign entity and individual ownership. Its client base is institutional rather than retail, and it charges both asset‑based fees and fixed fees for its advisory services. The firm is not described as an ESG investor, does not operate as a multi‑state adviser, and does not identify itself as a pension consultant or capital allocator.